+858.4%
ASX vs RGEN
+430.0%
+428.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | -4.9% | +4.2% | +0.4% |
| 30D | +2.0% | +5.7% | -3.7% | +0.5% |
| 3M | -1.3% | +32.4% | -33.8% | -8.7% |
| 6M | +71.4% | +33.2% | +38.3% | +57.4% |
| YTD | +135.3% | +2.3% | +133.0% | +129.9% |
| 1Y | +267.5% | +39.0% | +228.5% | +230.5% |
| 3Y | +388.5% | -4.6% | +393.1% | +361.7% |
| 5Y | +417.1% | -42.7% | +459.8% | +421.9% |
| All | +858.4% | +430.0% | +428.4% | +608.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RGEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling